Fenimore Asset Management Inc
Top Portfolio Positions
81 positions ·
$4,316,474,929 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
1,363,625 | $295,402,083 | 6.84% |
| APH |
Amphenol Corp /De/
Technology
|
1,550,590 | $195,917,046 | 4.54% |
| VMC |
Vulcan Materials CO
Basic Materials
|
656,558 | $178,780,743 | 4.14% |
| SYK |
Stryker Corp
Healthcare
|
519,513 | $170,706,776 | 3.95% |
| FAST |
Fastenal Co
Industrials
|
3,658,472 | $169,753,100 | 3.93% |
| MKL |
Markel Group Inc.
Financial Services
|
86,606 | $165,769,937 | 3.84% |
| KEYS |
Keysight Technologies, Inc.
Technology
|
537,750 | $151,844,467 | 3.52% |
| IEX |
Idex Corp /De/
Industrials
|
798,106 | $151,280,992 | 3.50% |
| ADI |
Analog Devices Inc
Technology
|
474,387 | $150,921,480 | 3.50% |
| TT |
Trane Technologies plc
Industrials
|
351,548 | $146,504,113 | 3.39% |
Portfolio Trend
Holdings in MLM
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,996,338 | 88,327 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,994,568 | 89,928 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $56,509,013 | 89,657 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $48,775,096 | 88,850 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $40,086,419 | 83,840 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $41,271,965 | 79,907 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $42,727,361 | 79,382 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $38,903,949 | 71,805 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $42,134,088 | 68,629 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $23,468,227 | 47,039 | Shares | Sole | 2024-01-23 | |
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